Claude Code, every mention
94 scenes (2026) · ← back to Claude Code
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every year 2026 anyone Harry Stebbings 97Jason Lemkin 43Matt Swulinski 9Tomasz Tunguz 8Rory O'Driscoll 7Mike Krieger 7Aravind Srinivas 7Cliff Weitzman 6Max Junestrand 3Maor Shlomo 3
Verbatim, from the transcripts: the passages where Claude Code comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 38:26 Harry Stebbings Claw code, cursor, codex? 3 times in the scene
- ▶ 44:41 Cliff Weitzman So what you want to build, and Boris, who's the inventor of Cloud Code, talks about this all the time.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 37:40 Harry Stebbings When you got Claw Code doing what it is, when you got Cursor doing what it is, when you got 1.6 billion from Cognition by the end of the year?
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 4:48 Harry Stebbings When I look at like an anthropic IPO at two trillion and you look at Claude Code being the kind of dominant Trojan horse behind that, would that not fall into the low switching cost? 2 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 16:04 Harry Stebbings I think it's fantastic to see Anthropoc potentially go out at two trillion, but you're essentially placing a two trillion dollar price on claw code.
- ▶ 1:21:58 Harry Stebbings Codex, Cursor, Cognition, Claw Code. 3 times in the scene
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:13:32 Harry Stebbings When, you know, in, in six months, you know, uh, Claw Code became from 20% of Andre Capathy's workload to 80%.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 1:05:44 Jerry Murdock You know, I know they're using Claude Code, huge, massive Claude Code customer, but how are they thinking about it?
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 2:03 Jason Lemkin Um, I, I don't even remember if Claude Code existed when we started this show or not, right? 4 times in the scene
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 43:22 Andrew Macdonald (Mac) I don't need every person in the company using cloud code.
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 1:00:08 Matt Swulinski So it was, like, Claude code on a computer, uh, that's just the, the folder system and, like, skill and .md files. 4 times in the scene
- ▶ 1:14:33 Matt Swulinski So, like, I, I, for example, um, and this is when I was using Cloud Code, now I'd say, like, 80% of my work is, is, is Victor. 5 times in the scene
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 45:41 Harry Stebbings Speaking of the apps and the model set, claw code, cursor, bundle, model, and harness, is the router absorbed into the agent framework before it ever has the chance to be independent when you have the agent and the harness together?
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 8:40 David Frankel And I was playing around with Claude Code. 2 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 7:26 Rory O'Driscoll But today, if I'm the nerd that wants to build my own CRM, I might just go to lovable Replette or Claude Code and just bang it out from scratch.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 46:33 Harry Stebbings Mark Beningoff, one of your investors, I think in the new round, which obviously this will come out after the round, um, is announced, um, said that he spends, uh, about 3.8% of developer salaries at Salesforce on Anthropic and Claw Code. 2 times in the scene
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 27:03 Rory O'Driscoll Quote, unquote, Claude Code.
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 9:48 Avishai Abrahami They're not going to use Cloud Code to build, ok? 3 times in the scene
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 17:23 Mike Mignano So in the case of, you know, Claude, it's like the Claude desktop app, and I would say specifically Claude Code and Claude Cowork that are sort of having this, this loop, this, this flywheel of product and model sort of engagement.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 22:52 Clay Bavor I have heard and I have observed that top engineers who are really leaning in to cloud code codex and so on are spending more than a 100,000 dollars on a run rate basis on tokens per year.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 34:52 Rory O'Driscoll Cowork and Claude Code are eating the two core parts of the Microsoft franchise back in the day, which was, you know, offers for the individual knowledge worker, which is what Cowork is becoming. 2 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 6:42 Aravind Srinivas If Anthropic thinks cloud code is already a win,
- ▶ 8:20 Aravind Srinivas Anthropics doing the same on Cloud Code. 2 times in the scene
- ▶ 12:39 Aravind Srinivas And so the reason Greg is right is because, um, if you take codex or perplexity computer or plot code, what is that? 2 times in the scene
- ▶ 20:26 Aravind Srinivas I think that's actually even bigger market that it's, it's, it's not even like, like think of it as like clock code multiplied by 10. 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 22:36 Harry Stebbings Uh, but, but, but if it's 80 to 90%, does that not just, just present the biggest bear case ever against Codex or Claw Code, because you're just taking away 80 to 90% of that time?
- ▶ 1:02:43 Harry Stebbings I would love just your thoughts on some market composition that I'm struggling with, which is like when you look at cognition, you look at Claw Code, you look at Kodak, you look at Cursor now with Grok. 2 times in the scene
- ▶ 1:05:13 Matan Grinberg And so, you know, you could be agnostic by saying, hey, every engineer, we're gonna give you Cloud Code, and Codex, and Gemini CLI, and all these other tools.
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 36:43 unnamed speaker Um, a reason to live, a reason to exist, which is, if your options are codex and clawed code, and a neutral third party, and you all pay, you know, you pay consumption based. 2 times in the scene
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 45:16 Brendan Foody Like for example, I have all of these like routines running in cloud code, and I feel like it would probably be difficult, or I at least wouldn't put in the time to move those routines over.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 22:30 Harry Stebbings If you're claw code, are you not like, ah, bugger.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 31:45 Josh Browder I'm more of a kind of Claude Code style person.
- ▶ 1:06:58 Josh Browder So everyone is very excited about foundation models, like called code and all of this stuff.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 17:34 Jason Lemkin Something Claude, Claude code, chat should be, It doesn't matter.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 34:32 Harry Stebbings Claude code or cursor internally? 6 times in the scene
- ▶ 37:20 Cliff Weitzman Internally, I am constantly screaming from the rooftops that people have to use cloud code that, and, and, and I'm more extreme about it than it needs to be because I need to move people from all the way over here on the right to all the…
- ▶ 1:07:47 Cliff Weitzman If you try to build stuff with cloud code, even if you give it all the tools in the world, it will not succeed in queuing itself to perfection. 2 times in the scene
- ▶ 1:43:22 Cliff Weitzman So most people in my seat would say Anthropic right now, because I love cloud code. 2 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 1:31:11 Jason Lemkin And that they can then talk to Claude Code or Replit or Lover or whatever, and make it better tomorrow.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 4:33 Jason Lemkin If I was just state of the art of the models, it's so good for my workflows that I think the advantage that humans get out of Claude and Claude code, which is huge, right? 2 times in the scene
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 16:59 Amjad Masad Period that we got with, like, Claude code and codex towards the end of 25, early 26, a lot of it was driven by how much free tokens they were given out, how much, you know, every other day they're like,
- ▶ 42:08 Harry Stebbings Claude Code, Lovable, or Base-IV.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 20:05 Rory O'Driscoll At the risk of stating the obvious, there is a lot more fucking differentiation in putting rockets in the sky than there is making, um, forking an open source IDE and running it on top of Claude code.
- ▶ 59:03 Jason Lemkin Then as everyone started working in Claude code toward the end of last year, product and engine teams just started to work in the code together. 6 times in the scene
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 5:54 Aaron Levie And so what, what the breakthroughs of cloud code or codex or others are doing is it's making it so those companies now can actually do the same kind of engineering that Silicon Valley has been able to do.
- ▶ 42:11 Aaron Levie Like, I, I have Slack channels and, and WhatsApp groups where people on the weekend are, are just like working with Cloud Code or Codex building stuff, and they're public company CEOs.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 22:28 unnamed speaker As the lovable replet guru here, look, I mean, Claude Code is clearly directly competitive with Cursor, and then you have this slightly different segment. 2 times in the scene
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 55:57 Anjney Midha But there's a reason why, you know, Anthropic also has a thing called Cloud Code, and there's all, there's a reason why Mistral has something called Mistral Compute, and there's something called, there's a, there's a reason why, you know,… 2 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 35:15 unnamed speaker Because they're basically relying on the fact that Claude Code does 90% of the work for you.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 3:35 unnamed speaker They've all moved to cloud code.
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 36:28 Harry Stebbings You know, when, especially when you look at like the switch from cursor to claw code for a lot of developers, it's almost been overnight for a lot of them.
- ▶ 1:00:51 Harry Stebbings If Claude Code releases something, and you don't know that that could be why you're seeing numbers reduce in some way, you wouldn't be able to make data-informed decisions.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 18:28 Jason Lemkin Everything cloud code is about is multiple agents running in parallel.
- ▶ 25:12 Jason Lemkin And it's so important to my point of, we're not even, like, the amount of AI we want to use when we're running 24, we're, we're, we need massively more compute than we have, which is, Anthropic launched a true, um, cloud code review. 5 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 2:31 Miles Clements So cloud code cursor, all of the great products out there.
- ▶ 2:39 Harry Stebbings Jerry Murdoch on the show said from Insight the other day, uh, not me, but like overheard from my portfolio, um, no one's using Cursor anymore, everyone's using Claw Code, we just saw Chamath tweet last night, we're gonna have to move off… 4 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 1:02:52 Harry Stebbings I speak to everyone about their product teams and their engineering teams, and everyone has moved off Cursor and moved to Claw Code. 6 times in the scene
- ▶ 1:12:24 unnamed speaker Like, Claude will, code will keep doing more, and Cursor has to keep ahead. 2 times in the scene
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 24:37 Harry Stebbings Have you seen a shift in the Ang team building with Kasa to ClawCode?
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 1:45 Jason Lemkin You can go to Claude Code today, and I literally did this on the plane flying back last week, okay? 3 times in the scene
- ▶ 12:42 Jason Lemkin They even might not be defendable in the, the rate of, because Claude Code just last week, just since we did the last show, Claude Code launched the ability to see apps inside of Claude Code. 3 times in the scene
- ▶ 18:30 Harry Stebbings Um, but will Claude Code make Rapplet and Lovable weaker? 7 times in the scene
- ▶ 1:02:50 Jason Lemkin I would just be shocked if at some point in the next eight to 18 months, a Claude Code can't automatically make designs that are as elegant, as beautiful as a designer can. 2 times in the scene
- ▶ 1:05:35 Jason Lemkin You know, you fast forward today, Figma says one of their biggest growth drivers is integration with Cloud Code and Figma Make, that it's natively integrated. 3 times in the scene
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 57:27 Lucas Swisher A lot of it is due to using a lot of the tools like Cloud Code myself and just really feeling this.
- ▶ 1:05:48 Lucas Swisher Like those types of things I think is what I'm the most excited about is the products like using cloud code this year.
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 9:54 Alexander Emberikos So what we need to ship, and I think this was like the genius of like when Cloud Code first shipped, what they really got right, um, was they had this tool that was super easy to use in whatever context you want, just in your terminal, and…
- ▶ 22:38 Harry Stebbings Providers, whether it was Cursor or ClawCode or Codex.
- ▶ 25:32 Harry Stebbings Programs to ensure that people stay with Codex, and they don't flip to Cursor when there's a better model or Clawcode when there's a better model.
- ▶ 43:24 Harry Stebbings And like the majority of the market will be on Codex or Claude Code, or is it like a AWS, Azure, Google Cloud, and a 33, 33, 33?
- ▶ 49:23 Harry Stebbings And where is Claude Code not going?
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 4:38 Jason Lemkin Uh, Claude code from one to 2.5 billion at the end of the year to today, right?
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 1:16 Harry Stebbings Dude, where the fuck is value in a world of anthropic and clawed code wiping billions of dollars off a stock market?
- ▶ 53:52 Harry Stebbings I've tried Clawcode. 4 times in the scene
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 18:12 Mike Cannon-Brookes Do we have some pockets of the company where people just sit in Claude code all day every day and write cool stuff?
- ▶ 27:12 Rory O'Driscoll It was fun that it happened this week, because if you think of what also happened this week is Cloud Code produced a plug-in, and, uh, 13 plug-ins, and one of the plug-ins was the legal plug-in, and that's one of the things that's alleged… 2 times in the scene
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 11:26 Harry Stebbings I think there's a chance that Cursor loses half of their revenue this year with the cannibalization of them by claw code. 3 times in the scene
- ▶ 14:25 Harry Stebbings Or whether it's called code.
- ▶ 1:00:14 Anish Acharya What you can do with coding agents, Cloud Code came out last February, is dramatically better.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 32:39 Harry Stebbings But it's also not just like, there's vibe coding, and then there's also obviously like Claude Code and Cursor, which it's not really vibe coding.
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
- ▶ 2:31 Harry Stebbings Cursor, claw code, codex.
- ▶ 17:41 Harry Stebbings And you know, we've seen it, Claude Code,
- ▶ 59:06 Harry Stebbings Cursor, claw code, codex.
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 10:58 Harry Stebbings Has Anthropic won the clawed code game?
- ▶ 18:05 Max Junestrand One of the things that's very impressive with Cloud Code and 2 times in the scene
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 23:02 Harry Stebbings When you look within Harvey, is everyone not using claw code, not cursor?
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 3:02 Harry Stebbings Cursor, claw code, codex.
- ▶ 11:53 Harry Stebbings Is it Claw Code? 2 times in the scene
- ▶ 18:22 Harry Stebbings Is it easier for claw code and cursor to go down the stack and eat the consumer end? 2 times in the scene
- ▶ 35:39 Noam Lovinsky I think what Claude code can do is just incredible for coding or knowledge work.
- ▶ 44:42 Harry Stebbings Cursor, claw code, codex.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 5:57 unnamed speaker So they have Claude code and that's allowed them to quote unquote win at the, I'm taking your win at the enterprise comment. 4 times in the scene
- ▶ 1:07:12 unnamed speaker Or even Claude Code, no risk, uh, Cursor, we haven't had to deal with some, I think as we go on this year, this will be a stress in the system.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:17:54 Jason Lemkin Why do we, why do I need you with cloud code?